Signature free investment bond now available

From today you can submit Investment Bonds completely Signature Free.

Why is Signature Free the future?

User friendly customers use their mobile phone in all aspects of daily life, from buying a digital postage stamp to their weekly shop. Zurich’s Signature Free technology gives your business a modern solution to on-boarding new clients in just a few simple clicks.

Fast and efficient, you no longer need to spend time printing, signing, and scanning application forms - or worrying about messy email threads and misinterpreted handwriting. Your customer digitally verifies the application and you’ll see it on your pipeline the very same day.

Note: Corporate Saving and Child Savings applications remain offline for now.

Investment Bond Data Capture

As you know, capturing your clients data before you begin the online application is essential. How you collect the relevant details is up to you, but we've put together a simple data capture form that you can use. Note - this does not need to be uploaded/sent to Zurich.

The SP Data Capture form can be found here. 

Updated Regular Premium Savings Data Capture

We've updated our Regular Premium data capture also. This now includes a Source of Wealth section, 'PEP question' for all role holders along with some minor phrasing changes. Please ensure you download the latest version below.

The RP Data Capture form is available here. 

Why Choose Zurich for Investment Bonds

Over the last number of years, strong, investment market returns, coupled with high inflation, has seen many people taking a little more risk. If your client's have a lump sum on deposit, perhaps now is the time for them to look at alternative options for some of your money. You can find out more here.  

If you have any questions, or if you need assistance with an application please reach out to your Broker Consultant who will be more than happy to assist.